Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,567 | $59,332-82.2% | $90,223-88.3% | $59,633-82.3% |
| Participation rate | 34.6% | 71.9%-37.3pp | 79.0%-44.4pp | 68.7%-34.1pp |
| Annual return | -1.07% | 3.25%-4.3pp | 1.31%-2.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $929 | $3,031-69.4% | $4,378-78.8% | $2,203-57.8% |
| Participant deferral / active EE | $1,325 | $4,369-69.7% | $5,792-77.1% | $3,192-58.5% |
| Admin fee / account holder | $6,262 | $5,032+24.4% | $7,406-15.4% | $4,297+45.7% |